Successful Portfolios is pleased to provide you with a free online assessment of your personal risk tolerance. Powered by the award winning, internationally recognized FinaMetrica Risk Profiling System, access to this unique tool costs $45 elsewhere! Scroll down to the bottom of the page to start right now.
This short yet powerful online quiz is scientifically designed to reveal your investment risk tolerance in minutes. You get instant access to the quiz and your results complete with insightful commentary including where you stand in comparison to 350,000 other investors. Your quiz results assist in creating a well-allocated investment portfolio that fits your personal risk tolerance. With the right investments, you’ll sleep better at night!
Complete the form below and you’ll gain immediate access to the Finametrica quiz. Don’t worry, there are no right or wrong answers and clients tell us the quiz is actually fun to take.
When you have completed the quiz and reviewed your results, please call us at (727) 744-3614. Let us show you how to increase your investment returns while staying within your risk tolerance comfort zone.
We look forward to hearing from you.
H. Parker Evans, CFA, CFP, CMT
President and Chief Investment Strategist
Successful Portfolios LLC